Senior Client Services Associate

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Gem Harvest Executive Recruiting provided pay range

This range is provided by Gem Harvest Executive Recruiting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $/yr

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Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide

Senior Client Service Associate

Overview

Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Senior Client Service Associate to support Clients and Advisors by taking initiative in Client Services.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

• Serve as a primary lead for client onboarding and private wealth client services
• Provide an excellent client experience for high net worth clients, building and maintaining client relationships
• Participate in the growth of a dynamic, independent RIA by servicing client needs
• Strong culture of teamwork, integrity, work life balance and personal and professional development
• Career track within the firm
• Competitive compensation package ($90,000 – $110,000 base plus bonuses ranging from $9,000 – $16,500, and excellent benefits).

Requirements

• Bachelor's Degree
• 5-7+ years experience in Client Services within Financial Services
• Experience with Schwab custodian and Salesforce is a plus
• Track record of professionalism, adaptability, attention to detail, and time management

Seniority level

• Seniority level
  
  Mid-Senior level

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Finance, Administrative, and Customer Service
• Industries Investment Management and Financial Services

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Inferred from the description for this job

Medical insurance

401(k)

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